Kevin Donovan, CPA, EA, MSPA, ACA

vCard | kdonovan@pinnacle-plan.com

KevinKevin Donovan Donovan is the managing member and founder of Pinnacle Plan Design where he specializes in designing retirement plans to maximize the benefits for business owners and principals. Kevin is a leading actuary in the pension field, specifically in the area of cash balance plan design and administration.

Areas of Specialty

  • Cash Balance Defined Benefit Plans
  • Traditional Defined Benefit Plans
  • Combination Plans

Certifications/Designations

  • Certified Public Accountant (CPA)
  • Enrolled Actuary (EA)
  • Member, Society of Pension Actuaries (MSPA)
  • Associate, Conference of Consulting Actuaries (ACA)

Education

  • Syracuse University, Bachelor of Science in Accounting

Professional Associations and Activities

  • American Institute of Certified Public Accountants (AICPA)
  • Arizona Society of Certified Public Accountants (ASCPA)
  • American Society of Pension Professionals and Actuaries (ASPPA)
  • College of Pension Actuaries
  • Conference of Consulting Actuaries (CCA)
  • National Institute of Pension Administrators (NIPA)
  • Tucson ERISA Study Group

Publications

Published in a number of industry publications including:

  • Journal of Pension Benefits
  • Journal of Taxation of Employee Benefits
  • The Benefit Law Journal
  • The ASPPA Journal
  • AICPA publication, “Adviser’s Guide to Retirement Plans for Small Businesses”
  • Plan Consultant Magazine

Get to Know Kevin

Father of three adult children. Die-hard New York Giants and Yankee fan. Lover of the Grateful Dead and other improvisational music.

Industry Thought Leadership

Jun
4
Thu
2015
GROW! Session for Advisors Tucson, AZ
Jun 4 @ 11:00 am – 1:00 pm

Presentation: Cash Balance 201: Interest Crediting Rates Explained

Jun
25
Thu
2015
GROW! Session for Advisors San Diego, CA
Jun 25 @ 11:00 am – 1:00 pm

Presentation: Cash Balance 201: Interest Crediting Rates Explained

Jun
26
Fri
2015
GROW! Session for Advisors Orange County, CA
Jun 26 @ 11:00 am – 1:00 pm

Presentation: Cash Balance 201: Interest Crediting Rates Explained

Jul
19
Sun
2015
Annual Western Benefits Conference San Francisco, CA
Jul 19 – Jul 22 all-day
Jul
23
Thu
2015
GROW! Session for Advisors San Francisco, CA
Jul 23 @ 11:00 am – 1:00 pm

Presentation: Introduction to Cash Balance Plans

Aug
7
Fri
2015
ACOPA Actuarial Symposium Chicago, IL
Aug 7 – Aug 8 all-day

Presentation: Advanced Cash Balance Topics

Aug
11
Tue
2015
New York ASPPA Benefits Council Seminar New York, NY
Aug 11 all-day

Presentation: Advanced Cash Balance Topics

Oct
25
Sun
2015
Conference of Consulting Actuaries Annual Meeting Bonita Springs, FL
Oct 25 – Oct 28 all-day

Presentation: Technical Cash Balance Plan Issues

 

Past Speaking Engagements

2014

February

March

April

May

June

July

August

September

  • GROW! Session for Advisors
    09/23/2014
    St. Louis, NV
  • Private Event: In-House Training for TPA Client
    09/24/2014
    Atlanta, GA
  • RPA ProSeries for Advisors
    09/24/2014
    Atlanta, Georgia

October

November

 

2013

January

February

April

May

June

July

August

September

October

November

  • Private Event: In-house Training for TPA Client
    11/14/2013
    Rochester, NY

December

  • ASPPA Webcast on Advanced Cash Balance Topics
    12/17/2013, 2:00-3:40 PM EST

 

2012

January

February

March

May

June

July

August

October

 

2011

February

March

April

May

June

July

August

September

October


Contact Kevin Donovan

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting. Pinnacle has a local presence in Tucson and Phoenix, Arizona (AZ), Houston, Texas (TX), Denver, Colorado (CO), and New York (NY), and we proudly serve clients nationwide.
  • This field is for validation purposes and should be left unchanged.